Time for a brush up

Retool, recalibrate, rework, adapt

🔹 🔹 Principal Consultant | EdTech Strategist | Higher Education Transformation Partner 🔹 🔹

Background, Skills, and Experience

As a Principal Consultant at Ellucian, a global leader in higher education technology, I help institutions navigate complexity and drive meaningful change and transformation through strategic consulting and innovative, outcome-driven solutions. My overarching objective is to enhance the student experience through technology, strategic planning, and operational execution.

My approach is anchored in three core pillars: Observe, Inform, and Instruct. I gather contextual insights from institutional stakeholders, synthesize and communicate findings, and—when aligned with client goals—deliver consultative guidance rooted in industry best practices. This often leads to knowledge transfer sessions, configuration coaching, and tailored solution engineering.

I guide institutions through change using a methodical, capability-based framework. Leveraging outcome modeling and iterative change management, I help clients recalibrate strategies as new signals emerge. Whether deploying standardized implementations or designing creative, customer-specific solutions, I remain focused on delivering best-fit outcomes.

Working within a value-driven team, I engage with university leaders across multiple modalities—on-site, remote, and hybrid. My goal is to exceed expectations and deliver exceptional value—what I often refer to as my personal mission to “be amazing.”

Primary Responsibilities

Apply the Observe–Inform–Instruct methodology to assess institutional needs, communicate insights, and deliver actionable guidance.
Lead specialized, advanced functional and technical projects across diverse client environments.
Discover and implement transformative, customer-specific solutions aligned with institutional goals.
Deliver strategic and operational solutions based on industry best practices and effective methodologies.
Independently determine priorities, methods, and procedures for complex assignments.
Provide advisory support and leadership onboarding for key strategic roles as assigned.
Facilitate and track progress for functional workgroups, ensuring alignment with timelines and deliverables.
Conduct business process analysis to identify opportunities for modernization and improvement.
Support clients in mapping and optimizing process flows across Student, Accounts Receivable, and General modules.
Lead change management initiatives and provide documentation to support transitions.
Develop and guide testing methodologies to ensure solution integrity and performance.
Design and deliver end-user training strategies, including “train-the-trainer” sessions when appropriate.
Implement, modernize, and remediate CAPP and DegreeWorks, including modeling and break/fix support.
Oversee A/R implementations and enhancements, including integration of third-party bolt-on technologies.
Deliver consulting and go-live support for Ellucian Banner Student, A/R, and General modules.
Conduct training sessions on Student Information System modules and related topics.
Provide integration support for LMS, BEIS, and third-party systems.
Maintain and configure National Student Clearinghouse (NSC) rules.
Mentor colleagues and contribute to internal knowledge-sharing initiatives.
Participate in technology and sales assessments to align solutions with client needs.
Offer on-site support for Student module implementations as needed.
Engage in internal training to expand and refine subject matter expertise.

Solution areas of Expertise

Ellucian Banner ERP – Student – Accounts Receivable – General

Student Information System (SIS) modules: Registration, Records Management, Academic History, and Accounts Receivable
Course Catalog and Schedule Management
Program and Curriculum Management
Transfer Credit Evaluation and Degree Auditing
Online Graduation Application and Degree Awarding
CAPP and DegreeWorks implementation, modeling, and remediation
Self-Service Banner (Student, Faculty & Advisor, General) – strategic and functional delivery
Integration touchpoints with LMS platforms and Banner Finance modules

Training & Enablement

End-user training and “Train-the-Trainer” programs
Knowledge transfer sessions and configuration coaching
Testing methodology development and execution

Technology & Integration

E-Transcript solutions and National Student Clearinghouse (NSC) rule configuration
Integration support for LMS, BEIS, and third-party bolt-on technologies
Familiarity with BDM, ILP, Ethos, and BPAPI frameworks

Additional Areas of Knowledge

Strategic Consulting & Planning

Sales support, solution design, and strategic planning and consulting for higher education institutions
Business Process Analysis (BPA), Process Improvement Assessments, and Business Process Modeling
Applications modernization and process optimization initiatives
Self-Service Banner (8.x/9.x) – strategic, administrative, and functional delivery

Third-Party Applications & Integrations

FormFusion, UC4 (Appworx), BDM (Xtender/OpenText)
Learning Management Systems (Blackboard, Canvas)
Integration experience across Ellucian Ethos Platform and third-party bolt-ons

Business Intelligence, Reporting & Analytics

Business Intelligence and reporting strategy development
Experience with Oracle reporting tools: Hyperion, WebFOCUS, ODS, Crystal Reports
SQL tools proficiency: SQLDeveloper, TOAD

Productivity & Technical Tools

Microsoft Office Suite: Word, Excel, PowerPoint, Outlook

Familiarity with data visualization, documentation, and presentation tools

Years of Experience

15+ years Ellucian experience consulting
21 years Higher Education experience
- 6 + years using Banner System (Student/AR/General/FinAid) at universities as customer
2 years other Higher Education relevant experience

Relevant Past Positions and Areas of Accountability

Registrar, Registrar’s Office, Yeshiva University

Appointed as Interim Registrar to stabilize operations during a leadership transition.
Re-established enrollment management initiatives and governance structures.
Led planning and readiness for Banner 9 upgrade.
Managed 5 Associate Registrars and 15 staff across multiple NYC campuses.
Collaborated daily with senior leadership (Provosts, Deans, Bursar, Admissions, Financial Aid).
Successfully recruited and onboarded the permanent University Registrar.
Developed and delivered a strategic roadmap for data restructuring, aligning institutional goals with optimized data architecture and governance.

Assistant Registrar, Registrar’s Office, Longwood University

Directed the migration of the student module from Banner 7.x to 8.x.
Modernized business processes and implemented National Student Clearinghouse transcript services.
Conducted data remediation and ensured compliance with state and institutional audit requirements.
Mapped and delivered a roadmap for data restructuring to support long-term scalability.
Partnered with campus stakeholders to build post-implementation autonomy.

Associate Registrar, Registrar’s Office, Yale Law School

Maintained and enhanced registration systems, ensuring compliance with ABA accreditation standards.
Administered the Law Examination System, including setup, proctoring logistics, and digital asset management.
Led system upgrades and implementations in collaboration with Law School IT Services.
Delivered analytics and reporting using tools such as Brio, WinSmart, other local systems, and integrated data into Banner where applicable.
Presented at the SGHE National Summit (Session 0417) on electronic transcript exchange via the National Student Clearinghouse.

Assistant Registrar, Registrar’s Office, Utah State University

Initially appointed as Student Module Lead for Banner 6.0 through 8.1 (INB, SSB), later expanding responsibilities to oversee the full lifecycle of implementation, development, and modernization across the institution’s Banner ERP environment.
Played a pivotal role on the Banner Configuration Committee, leading the implementation of BDMS, NSC Transcript Ordering, Electronic Transcript Exchange, LMS integration (Banner IntComp to Blackboard and to Canvas), and DegreeWorks infrastructure at both institutional and state-wide levels.
Supported Accounts Receivable operations, including system validations, fee table configuration, Banner Finance touchpoints, and third-party integrations (EVISIONS, Touchnet, NSC).
Designed and maintained automated process flows using Appworx for daily operations (e.g., close-outs, refunds, transcript exchange, TGPHOLD).
Managed all student data requests, ensuring compliance with data sensitivity and distribution protocols.
Directed business intelligence reporting for Enrollment Management, including Admissions, Student, A/R, Alumni, and General modules.
Ensured institutional compliance with FERPA, GLBA, PCI, and other federal, state, and local regulations.
Developed and implemented quality assurance measures to support data integrity and operational efficiency.
Supervised the Registrar’s Office Systems Administrator, Student Module Security personnel, and a team of 20–30 staff.
Led security configuration and upgrade support for Banner Student, A/R, and General modules (6.x–8.x).

Degrees/Education/Certifications

Bachelor of Arts, French, Utah State University

Awards/Recognitions

Ellucian CLEAR Award 2012
Ellucian Amaze and Attract Award 2015
Ellucian Top Performer Recognition 2018

Languages

English- Fluent
French- Fluent

Personal Development and More

Outside of work, I’m a grateful husband and father, deeply appreciative of my family’s unwavering support. Their encouragement fuels both my professional journey and my passion for endurance sports, especially Ironman distanced triathlons.

Pursuing reasonable self-scrutiny and forward momentum! Empathy begets courage. Courage is calling! “Unrealistic Expectations are just future resentments!”. “Be tolerant with others and strict with yourself.” “Raise your words, not voice, it is rain that grows flowers, not thunder!” RUMI

Iterations of information I don't want to lose (Appendices as it were)

LinkedIn iterations:
About me section:

🔹 🔹 Principal Consultant | EdTech Strategist | Higher Education Transformation Partner 🔹 🔹

As a Principal Consultant at Ellucian, a global leader in higher education technology, I help institutions navigate complexity and drive meaningful change through strategic consulting and innovative solutions.

My role centers around three pillars: Observe, Inform, and Instruct. I gather contextual insights from our customers and stakeholders, communicate findings to relevant parties, and—when aligned with customer goals—deliver consultative guidance rooted in industry best practices. This often includes knowledge transfer sessions, configuration coaching, and solution engineering tailored to each institution’s unique needs.

I bring a values-driven approach to leadership and transformation—rooted in empathy, fueled by courage, and guided by momentum. I believe thoughtful leadership begins with honest self-scrutiny and a commitment to continuous growth. My work is centered on observing with intention, informing with clarity, and instructing with purpose. I help teams and organizations navigate complexity with integrity, fostering environments where realistic expectations replace future resentments, and where courage is not just encouraged—it’s expected. I strive to be tolerant with others and strict with myself, knowing that empathy is the foundation of meaningful progress.

I guide institutions through transformation by applying a methodical, outcome-driven approach. Leveraging capability models and change management principles, I help customers recalibrate and adapt as new signals emerge. Whether deploying standardized solutions or crafting creative, customer-specific strategies, I remain focused on delivering best-fit outcomes that enhance the student experience.

I often say my unofficial title is “Be Amazing”—a mindset I bring to every engagement. I work closely with university leaders across multiple channels (in-person and remote), always with the goal of improving operational efficiency and student success through technology and strategic planning.

Pursuing reasonable self scrutiny and forward momentum!
Empathy begets courage. Courage is calling!
“Unrealistic Expectations are just future resentments!”.
“Be tolerant with others and strict with yourself.”

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